Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Fernando Caicedo is a financial advisor with over 15 years of experience in the financial services industry. Juan has a broad background in the financial services industry, having worked for several firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Credicorp Securities, Inc. Currently, Juan is registered with J.P. Morgan Securities LLC and holds Series 7, Series 55, and Series 66 licenses. Juan specializes in providing financial advice and portfolio management to high-net-worth individuals, corporations, and institutions. Juan is also a registered investment advisor and is licensed to provide investment advisory services in multiple states.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
02/07/2023 - Present
J.p. Morgan Securities LLC (Miami FL)
FL
05/11/2018 - 01/13/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
FL
08/19/2008 - 11/30/2009
CREDICORP SECURITIES, INC. (CORAL GABLES FL)
FL
06/24/2008 - 07/14/2008
PROGRESS INVESTMENTS LLC (MIAMI FL)
BOTH
Issued 06/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2018
Series 7 - General Securities Representative Examination
BC
Issued 04/15/2009
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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